Financial Services
Financial Services

Enabling Financial Services Companies to Open New
Doors and Maximize Their Client Relationships

Understand all touchpoints in your business and discover new cross-selling opportunities.

Learn how financial services firms leverage existing business relationships to find
10X more routes into target accounts.

Outperform the Competition by Building
True Client Partnerships

  1. Financial Services outperform their competitors when they stay connected to their customers.
  2. But, when it comes to winning new business, they fail to take advantage of all the warm relationships they already own with new and existing clients.
  3. Without this visibility, they miss out on opportunities and don't have access to the boardroom when deals are being done.

What We Do

Datahug helps you bridge the gap between your CRM data and the actual touchpoints your reps have with customers and prospects.

Accelerate Business

Warm introduction with intelligence to win more business

Uncover relationships with clients to efficiently generate more upsells and cross-sell

Improve client
care & cross-sell

Understand the full breadth of relationships with key clients to deliver mutual success

Gain visibility into how we serve our clients so that we can shorten the sales cycle

Increase RFP win

Maximize win rates when responding to RFPs

Make smarter Go/No Go decisions based on relationship health

Save time spent
Updating CRM

Increase user adoption and reduce reliance on manual data entry

CRM stays up-to-date every day using Datahug

The Proof

Oliver O’Connor
Head of Business Development at Grant Thornton
Datahug showed us 150 connections at a firm we wanted to sell to.